IQVIA Holdings Inc (IQV)vsCharles Schwab Corp (SCHW)
IQV
IQVIA Holdings Inc
$165.64
-0.27%
HEALTHCARE · Cap: $28.11B
SCHW
Charles Schwab Corp
$95.68
-0.72%
FINANCIAL SERVICES · Cap: $169.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 47% more annual revenue ($23.92B vs $16.31B). SCHW leads profitability with a 37.0% profit margin vs 8.3%. IQV appears more attractively valued with a PEG of 0.97. SCHW earns a higher WallStSmart Score of 75/100 (B+).
IQV
Strong Buy72
out of 100
Grade: B
SCHW
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.1%
Fair Value
$348.46
Current Price
$165.64
$182.82 discount
Margin of Safety
+56.0%
Fair Value
$217.62
Current Price
$95.68
$121.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Earnings expanding 23.6% YoY
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
18.9% revenue growth
Earnings expanding 41.1% YoY
Areas to Watch
Distress zone — elevated risk
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : IQV
The strongest argument for IQV centers on Return on Equity, PEG Ratio, EPS Growth. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 37.0% and operating margin at 49.7%. Revenue growth of 18.9% demonstrates continued momentum.
Bear Case : IQV
The primary concerns for IQV are Altman Z-Score.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow.
Key Dynamics to Monitor
IQV profiles as a value stock while SCHW is a growth play — different risk/reward profiles.
IQV carries more volatility with a beta of 1.41 — expect wider price swings.
SCHW is growing revenue faster at 18.9% — sustainability is the question.
IQV generates stronger free cash flow (561M), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (75/100 vs 72/100), backed by strong 37.0% margins and 18.9% revenue growth. IQV offers better value entry with a 49.1% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
IQVIA Holdings Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
IQVIA, formerly Quintiles and IMS Health, Inc., is an American multinational company serving the combined industries of health information technology and clinical research. It is a provider of biopharmaceutical development and commercial outsourcing services, focused primarily on Phase I-IV clinical trials and associated laboratory and analytical services, including consulting services.
Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
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